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2100 Constitution Boulevard, Suite 113, Sarasota, FL 34231

(941) 284-8511
john@compasslegacywealthadvisors.com

Option Enhanced Portfolios™

Option Enhanced Portfolios™

Option Enhanced PortfoliosTM

Our Option Enhanced Portfolios™ are a powerful approach that combines the best of all worlds: income enhancement, growth potential and downside protection.

Unlock the Power of our Option Enhanced Portfolios™

Income Enhancement + Growth Potential + Risk Mitigation = Financial Confidence

Are you ready to supercharge your investment strategy? Look no further! Our Option Enhanced Portfolios™ are designed for savvy investors who demand more from their portfolios. Here’s why they are game changers:

Boost Income with Calls:

  • Covered Calls: Imagine earning extra income while holding a solid, diversified, US exchange-traded funds (ETFs). Our strategy involves selling “covered” calls against your ETF positions. You keep the premium, and any potential delivery obligation is no problem since you own the ETF. It’s like collecting rent on your investments!
  • Strategic Strike Prices: We set the strike price high enough or far enough in the future to minimize the chances of liquidating your position. You benefit from the premium without sacrificing long-term gains.

Protect Against Market Turndowns with Puts: 

  • Puts: Puts are your financial safety net. When markets get rocky, our Option Enhanced Portfolios™ use puts to shield your holdings. Buying a put gives you the right to sell the underlying security at a specific price. It’s like having an insurance policy for your investments.

Volatility Awareness:

  • Volatility: We all know the markets go up and the markets go down. And sometimes ithe markets go way down. Unlike the ill-fated “portfolio insurance” of the past, our approach is grounded in volatility awareness. We pay attention to market fluctuations and use puts strategically.

Why Choose our Option Enhanced Portfolios™?

  • Income Plus Safety: It’s the best of all worlds. Earn income from calls and allow for growth potential even while safeguarding your portfolio with puts.
  • Tailored to You: We customize strike prices and options based on your risk tolerance and financial goals.
  • Expert Guidance: Our seasoned advisors navigate the options market with precision. No guesswork—just results.

Ready to Amplify Your Portfolio?

Contact us today to explore the Option Enhanced Portfolios™ advantage. Financial confidence awaits! 

Remember, the Option Enhanced Portfolios™ aren’t just strategies ---they are your ticket to a smarter, more resilient investment journey. Let’s make your portfolio work harder for you!